Civic Intelligence

Jeffrey W. Lovin, DMD PC

Plan context: American Funds Basic Profit Sharing Plan

EIN 58-1588745 • Snellville, GA • 17 filings • 4 plans

1550 Janmar Road, Suite ASuite ASnellville, GA 30078-5600
Current Snapshot

Latest Year

2015

2015 Participants

10

2015 Assets

$2,782,939

2015 Contributions

$78,168

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,782,939$1,391,470$0199920072014YearValue
$2,782,939Latest year 2014

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1370199920072014YearValue
10Latest year 2014

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201510$0$0-
American Funds Basic Profit Sharing Plan-0$0$0-
2014110$2,782,939$78,168$7,817iApproximate average salary by contribution assumption: employee only about $195,420 at 4% or $130,280 at 6%; with 50% employer match about $130,280 at 4% or $86,853 at 6%; with 100% employer match about $97,710 at 4% or $65,140 at 6%.
American Funds Basic Profit Sharing Plan-10$2,782,939$78,168$7,817iApproximate average salary by contribution assumption: employee only about $195,420 at 4% or $130,280 at 6%; with 50% employer match about $130,280 at 4% or $86,853 at 6%; with 100% employer match about $97,710 at 4% or $65,140 at 6%.
2013110$2,525,516$92,517$9,252iApproximate average salary by contribution assumption: employee only about $231,293 at 4% or $154,195 at 6%; with 50% employer match about $154,195 at 4% or $102,797 at 6%; with 100% employer match about $115,646 at 4% or $77,098 at 6%.
American Funds Basic Profit Sharing Plan-10$2,525,516$92,517$9,252iApproximate average salary by contribution assumption: employee only about $231,293 at 4% or $154,195 at 6%; with 50% employer match about $154,195 at 4% or $102,797 at 6%; with 100% employer match about $115,646 at 4% or $77,098 at 6%.
2012110$1,993,797$100,808$10,081iApproximate average salary by contribution assumption: employee only about $252,020 at 4% or $168,013 at 6%; with 50% employer match about $168,013 at 4% or $112,009 at 6%; with 100% employer match about $126,010 at 4% or $84,007 at 6%.
American Funds Basic Profit Sharing Plan-10$1,993,797$100,808$10,081iApproximate average salary by contribution assumption: employee only about $252,020 at 4% or $168,013 at 6%; with 50% employer match about $168,013 at 4% or $112,009 at 6%; with 100% employer match about $126,010 at 4% or $84,007 at 6%.
2011110$1,680,010$93,152$9,315iApproximate average salary by contribution assumption: employee only about $232,880 at 4% or $155,253 at 6%; with 50% employer match about $155,253 at 4% or $103,502 at 6%; with 100% employer match about $116,440 at 4% or $77,627 at 6%.
American Funds Basic Profit Sharing Plan-10$1,680,010$93,152$9,315iApproximate average salary by contribution assumption: employee only about $232,880 at 4% or $155,253 at 6%; with 50% employer match about $155,253 at 4% or $103,502 at 6%; with 100% employer match about $116,440 at 4% or $77,627 at 6%.
2010110$1,579,016$91,912$9,191iApproximate average salary by contribution assumption: employee only about $229,780 at 4% or $153,187 at 6%; with 50% employer match about $153,187 at 4% or $102,124 at 6%; with 100% employer match about $114,890 at 4% or $76,593 at 6%.
American Funds Basic Profit Sharing Plan-10$1,579,016$91,912$9,191iApproximate average salary by contribution assumption: employee only about $229,780 at 4% or $153,187 at 6%; with 50% employer match about $153,187 at 4% or $102,124 at 6%; with 100% employer match about $114,890 at 4% or $76,593 at 6%.
2009110$1,351,303$97,045$9,705iApproximate average salary by contribution assumption: employee only about $242,613 at 4% or $161,742 at 6%; with 50% employer match about $161,742 at 4% or $107,828 at 6%; with 100% employer match about $121,306 at 4% or $80,871 at 6%.
American Funds Basic Profit Sharing Plan-10$1,351,303$97,045$9,705iApproximate average salary by contribution assumption: employee only about $242,613 at 4% or $161,742 at 6%; with 50% employer match about $161,742 at 4% or $107,828 at 6%; with 100% employer match about $121,306 at 4% or $80,871 at 6%.
2008110$1,020,374$112,432$11,243iApproximate average salary by contribution assumption: employee only about $281,080 at 4% or $187,387 at 6%; with 50% employer match about $187,387 at 4% or $124,924 at 6%; with 100% employer match about $140,540 at 4% or $93,693 at 6%.
American Funds Basic Profit Sharing Plan-10$1,020,374$112,432$11,243iApproximate average salary by contribution assumption: employee only about $281,080 at 4% or $187,387 at 6%; with 50% employer match about $187,387 at 4% or $124,924 at 6%; with 100% employer match about $140,540 at 4% or $93,693 at 6%.
2007110$1,359,914$102,383$10,238iApproximate average salary by contribution assumption: employee only about $255,957 at 4% or $170,638 at 6%; with 50% employer match about $170,638 at 4% or $113,759 at 6%; with 100% employer match about $127,979 at 4% or $85,319 at 6%.
American Funds Basic Profit Sharing Plan-10$1,359,914$102,383$10,238iApproximate average salary by contribution assumption: employee only about $255,957 at 4% or $170,638 at 6%; with 50% employer match about $170,638 at 4% or $113,759 at 6%; with 100% employer match about $127,979 at 4% or $85,319 at 6%.
200619$1,172,676$90,385$10,043iApproximate average salary by contribution assumption: employee only about $251,069 at 4% or $167,380 at 6%; with 50% employer match about $167,380 at 4% or $111,586 at 6%; with 100% employer match about $125,535 at 4% or $83,690 at 6%.
American Funds Basic Profit Sharing Plan-9$1,172,676$90,385$10,043iApproximate average salary by contribution assumption: employee only about $251,069 at 4% or $167,380 at 6%; with 50% employer match about $167,380 at 4% or $111,586 at 6%; with 100% employer match about $125,535 at 4% or $83,690 at 6%.
200519$936,692$79,664$8,852iApproximate average salary by contribution assumption: employee only about $221,289 at 4% or $147,526 at 6%; with 50% employer match about $147,526 at 4% or $98,351 at 6%; with 100% employer match about $110,644 at 4% or $73,763 at 6%.
American Funds Basic Profit Sharing Plan-9$936,692$79,664$8,852iApproximate average salary by contribution assumption: employee only about $221,289 at 4% or $147,526 at 6%; with 50% employer match about $147,526 at 4% or $98,351 at 6%; with 100% employer match about $110,644 at 4% or $73,763 at 6%.
2004110$814,063$70,984$7,098iApproximate average salary by contribution assumption: employee only about $177,460 at 4% or $118,307 at 6%; with 50% employer match about $118,307 at 4% or $78,871 at 6%; with 100% employer match about $88,730 at 4% or $59,153 at 6%.
American Funds Basic Profit Sharing Plan-10$814,063$70,984$7,098iApproximate average salary by contribution assumption: employee only about $177,460 at 4% or $118,307 at 6%; with 50% employer match about $118,307 at 4% or $78,871 at 6%; with 100% employer match about $88,730 at 4% or $59,153 at 6%.
2003111$673,717$65,974$5,998iApproximate average salary by contribution assumption: employee only about $149,941 at 4% or $99,961 at 6%; with 50% employer match about $99,961 at 4% or $66,640 at 6%; with 100% employer match about $74,970 at 4% or $49,980 at 6%.
American Funds Basic Profit Sharing Plan-11$673,717$65,974$5,998iApproximate average salary by contribution assumption: employee only about $149,941 at 4% or $99,961 at 6%; with 50% employer match about $99,961 at 4% or $66,640 at 6%; with 100% employer match about $74,970 at 4% or $49,980 at 6%.
2002113$489,132$30,929$2,379iApproximate average salary by contribution assumption: employee only about $59,479 at 4% or $39,653 at 6%; with 50% employer match about $39,653 at 4% or $26,435 at 6%; with 100% employer match about $29,739 at 4% or $19,826 at 6%.
American Funds Basic Profit Sharing Plan-13$489,132$30,929$2,379iApproximate average salary by contribution assumption: employee only about $59,479 at 4% or $39,653 at 6%; with 50% employer match about $39,653 at 4% or $26,435 at 6%; with 100% employer match about $29,739 at 4% or $19,826 at 6%.
200118$0$0-
American Funds Basic Profit Sharing Plan-8---
200017$474,348$29,249$4,178iApproximate average salary by contribution assumption: employee only about $104,461 at 4% or $69,640 at 6%; with 50% employer match about $69,640 at 4% or $46,427 at 6%; with 100% employer match about $52,230 at 4% or $34,820 at 6%.
American Funds Basic Profit Sharing Plan-7$474,348$29,249$4,178iApproximate average salary by contribution assumption: employee only about $104,461 at 4% or $69,640 at 6%; with 50% employer match about $69,640 at 4% or $46,427 at 6%; with 100% employer match about $52,230 at 4% or $34,820 at 6%.
199917$456,695$27,475$3,925iApproximate average salary by contribution assumption: employee only about $98,125 at 4% or $65,417 at 6%; with 50% employer match about $65,417 at 4% or $43,611 at 6%; with 100% employer match about $49,063 at 4% or $32,708 at 6%.
American Funds Basic Profit Sharing Plan-7$456,695$27,475$3,925iApproximate average salary by contribution assumption: employee only about $98,125 at 4% or $65,417 at 6%; with 50% employer match about $65,417 at 4% or $43,611 at 6%; with 100% employer match about $49,063 at 4% or $32,708 at 6%.